Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
2301
TD Ameritrade Investment Management
Nebraska
$19K – – –
SWM
2302
Selective Wealth Management
Virginia
$19K +$5.38K +400 +40%
M
2303
MOTCO
Texas
$18K -$31.7K -2,360 -63%
AP
2304
Arlington Partners
Alabama
$18K – – –
CFFP
2305
Center for Financial Planning
Michigan
$18K – – –
SFP
2306
Sterling Financial Planning
New Jersey
$18K – – –
OAJ
2307
Ogorek Anthony Joseph
New York
$17K – – –
HC
2308
Hoese & Co
Minnesota
$17K +$17.2K +1,280 New
FPFS
2309
First Personal Financial Services
North Carolina
$16K – – –
MAM
2310
Marquette Asset Management
Minnesota
$16K – – –
LS
2311
Leelyn Smith
Illinois
$15K – – –
ECU
2312
Eisler Capital (UK)
United Kingdom
$15K +$5.9M +439,200 New
FCM
2313
Firestone Capital Management
Florida
$14K – – –
GTAM
2314
Global Trust Asset Management
Florida
$14K – – –
APWM
2315
Atlas Private Wealth Management
New York
$13K – – –
FEG
2316
Financial Enhancement Group
Indiana
$12K – – –
AW
2317
Avion Wealth
Texas
$11K – – –
WCMN
2318
Westchester Capital Management (Nebraska)
Nebraska
$11K – – –
CH
2319
Canton Hathaway
Rhode Island
$11K +$5.38K +400 +100%
JMF
2320
Johnson Midwest Financial
Iowa
$10K – – –
BSG
2321
Black Swift Group
Colorado
$10K +$9.68K +720 New
UFF
2322
USA Financial Formulas
Michigan
$9K -$2.34M -173,840 -100%
TIM
2323
Tortoise Investment Management
New York
$9K – – –
ANBT
2324
American National Bank & Trust
Texas
$9K +$8.6K +640 New
AFS
2325
Annapolis Financial Services
Maryland
$8K – – –